Online Business Licensing Software

In Depth Demo of Citizenserve Business Licensing  Services

This segment was presented during an all day demonstration to a Midwest city, to meet their RFP for e-government software.  In the first few minutes, business office staff describe their current work - to issue multiple types of permits, as well as business licenses.

Business Licenses are just one module offered in the Citizenserve e-government solution.

  • Citizen portal overview - where business owners will apply for a license, citizens can file complaints, contractors can request permits, etc. (01:20)
  • Apply for a business licence through the online portal (7:04)
    • Audience Question:  Can a business that operates within the city, but is not located in the city, are they able to enter an address that isn't in the city database?  (9:38)
    • Audience Question: Our planning department has to sign off, if the applicant enters an address that can't have a business on it, can the system stop it in progress? (12:37)
  • Review Citizenserve Staff Home Page (16:53)
    • My Tasks
    • My Metrics
    • Recent Files
    • Links
  • Open license (that was just submitted on portal)  (18:25)
  • Create new license application over the counter (from Staff Side) (18:50)
  • View property alerts/other files on system (19:25)
  • Modify the assigned workflow route (19:56)
  • Take a payment, recalculate fees, apply manual fees (21:51)
  • Review workflow route (22:45)
  • Complete Application Intake step of Workflow (23:24)
    • Use comments book
  • Print License Certificate (24:27)
    • System conditions
  • Audience question: Where can you enter the business type our fees are driven from this field? (26:46)
  • Audience question:  can Citizenserve process about 2600 renewals at the same time? (28:02)
  • Business License Renewal Report (29:16)
    • Can preview, can add link to home page, can attach copy of report to each file.
    • Report can generate mass mailing, or mass emailing.
  • Audience Question: What about pro-rating fees? (34:00)
  • Audience Question: Auto calculation of Fees - and how not to refund prior year's fees (35:51)
  • Audience Question:  Can we get a case file of all related business license notes, contacts, notices, etc in one packet for collections? (48:48)
  • Audience Question:  What about retention requirements? (How long does Citizenserve keep our files?) (50:01)
  • Audience Question: Can you attach records to a property unrelated to a permit or license?  (55:21)